Disney's FY20 Q3 Earnings (8/4/20)

Brer Oswald

Well-Known Member
They’ll make more than they would have if they had charged nothing, but less than they would have if they charged a more appropriate price.
 

bartholomr4

Well-Known Member
$30 for Mulan is completely ordinary pricing for premier VoD.

You will get it on D+ 'for free' after it goes through various 'windows' of sales: theater, VoD, cable, broadcast, streamers. That is exactly what would happen if Mulan went to theaters first. Completely ordinary.

If you wanted to see it in theaters, $30 represents less than a family of three. Buy 'buying' it on VoD, you can watch it with many more people and many times over.

If you don't want to pay extra for a premier views, just wait 3-6 months and it will be on D+ at no extra charge. Just like you have the option of not seeing in theaters, if it had gone to theaters.

Which is completely ordinary.

Let's say Mulan in Theaters is going to earn $400 Million, over 6 weeks. To match the same revenue, Disney will need to get 13.4 million households to rent the movie. If you assume Disney would have kept 70% of the gross, and with VOD Disney is keeping 100% of the purchase price, the total they need to match the revenue goes down to 9.3 million households..... Doesn't seem like that big of a stretch. That's the bet.
 

Notes from Neverland

Well-Known Member
I really think they should open the call questions to the WDWMAGIC members in this thread - would be much more entertaining ;)
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DisneyOutsider

Well-Known Member
Let's say Mulan in Theaters is going to earn $400 Million, over 6 weeks. To match the same revenue, Disney will need to get 13.4 million households to rent the movie. If you assume Disney would have kept 70% of the gross, and with VOD Disney is keeping 100% of the purchase price, the total they need to match the revenue goes down to 9.3 million households..... Doesn't seem like that big of a stretch. That's the bet.

I think they know that matching pre-covid earnings estimates is out the window at this point.
 

MisterPenguin

Rumormonger
Premium Member
Q. Is Mulan experience going to be a model for others, such as Black Widow?

Bob: Mulan is just a one-off, not a new business model. However..... we'll see... how well it sells, and how it affect subs at +.



Q. Parks, how will they survive?

Bob: Reservations showed we had more people than our reduced capacity, then FL became hotspot, and that changed.

50% out of state.

Higher level of cancellations thanks to FL hot spot.

Locals/AP used to fill in where out of staters are too few.

There is a net positive contribution, which was our goal.


Christine: Yes, we are net positive on operating costs. Shanghai has been net positive, too.
 
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